For fractional CFO firms
More clients. The same team. AI does the work, and a person you name says yes.
We build the part under the AI: the controls, the records, and the links to each client’s books. Your team puts AI to work on real tasks for each client — the close first. AI drafts. Code checks. You keep the code.
Free, 20 minutes. For accounting and CAS firm owners. No access or install.
More clients should not mean more hires.
You hold the finance seat at several companies at once. The same brain runs each one. So the limit is you. We build the part that makes AI safe on client books. Then we build the first workflow with you: the close, run the same way for every client.
The books you keep nowIt plugs into QuickBooks Online today. For Xero, NetSuite or Sage Intacct, we build the link during your build. Nothing gets ripped out.
The same reports, the same day.
Every client gets the same pack on the same day. Built the same way each time.
Check the odd items, not the whole ledger.
The system flags what looks off. You read those, not the whole list. You catch the double payment in week one.
Handoff packs from live data.
When a client ends, the pack is built from what is there now. Not from memory. Your exit is a pack, not three weeks you cannot bill.
Cost tracked per client.
You bill per client. So you see what the AI costs per client. Not one line on someone else’s bill.
Seven jobs. Done the same way for each client.
Each part below runs a real job. They are listed in the order they run. The point of all of them is the same: the tenth client runs like the first, and it does not need more of you.
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The monthly pack, for each client
It starts from last year’s actuals. The budget is built, and you say yes to it. Then each month it sets budget against actuals. It also rolls a forecast: real numbers for closed months, budget for open ones. The KPIs you pick are worked out from live balances and saved, so one month can be compared to the next.
Each client gets the same pack on the same day, built the same way.
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Thirteen weeks of cash, per client
It takes each client’s open bills and open invoices. It places each one in the week it will likely be paid, based on how that client really pays and gets paid. Not a shared guess. Payroll and rent follow their usual pattern. If you know something the books do not, you change the cell and it stays changed.
The cash call is what you are hired for. It stops taking a morning per client.
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A weekly check of what moved
Each week it pulls the last seven days. It compares each purchase and deposit to the last four weeks. Anything far off the norm is flagged.
You read what is flagged, not every line. The double payment gets caught in week one.
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Handoff packs
What is done and what is left. What is stuck and what is at risk. Missing evidence. Old conclusions. Open questions. The calls someone still has to make. It is built from what is there now, not written from memory. The next person can pick it up from the pack alone.
Your exit is a pack, not three weeks you cannot bill.
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What your contracts say
You upload a contract. It is scanned for viruses. Renewal dates, loan terms, payment terms and price step-ups are read out and passed to the parts that need them. The text of a document is treated as data, not as an instruction, before the AI sees it.
A contract can tell the system things. It cannot tell it what to do.
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Alerts for all your clients
One view for every client. Is the sync healthy? Is cash at risk? Where is the close? Is budget off? Are bills or invoices at risk? What is waiting for a yes? The worst comes first. Each alert opens onto the data behind it, not a summary of it.
One place that says which client needs you today.
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Cost per client
Every AI call is metered and charged to the client it ran for. Then it is rolled up. You see what it costs per client, not one line on someone else’s bill.
You can price the work knowing what it costs to run.
Parts you do not need are switched off. They are not shipped as clutter. Each part is set up in the build, on your clients’ own books. Their books, their calendars, their charts of accounts, and who can say yes.
Nothing posts without a name on it.
One rule holds across every job above. The AI reads, works things out, drafts and proposes. Plain code does the sums and the checks. A person you name says yes to anything that reaches the books. Nothing posts on its own. There is no setting that turns that on.
Why this mattersIf you cannot show how a number was made, you end up defending it by hand. The proof is the product.
- Four levels of risk
- Every action gets a risk level. If it touches the books or a client, a person must approve it first. If the system does not know an action, it treats it as the riskiest kind.
- Two people, two jobs
- The one who prepares is never the one who approves. You set who can approve what, per client and per amount.
- Plain proposals
- Before, after, the source, the risk, who must approve, and when it expires. All on one screen.
- One record
- The prompt, the run, each step, the proposal, the yes or no, and the post. One chain. You can walk it backwards.
- A circuit breaker
- If a task starts to get things wrong, the system takes away that task’s freedom and tells you. It can only step down. It can never step itself up.
- Answers show their source
- Every answer says the period, the basis, the source, and when the data was synced. If it could not check a thing, it says so.
Start free. Stop at any step.
Five rungs. Each one stands on its own. Nothing commits you to the next. The Sprint licence never ends. The code and files we deliver stay with you. The monthly run goes on only while you want it.
On priceThe Sprint and the Bootcamp have set prices. The build and the run are quoted for each firm. The build is for firms with 15 or more client sets of books. Below that, start with the Sprint or the Bootcamp.
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Close teardown
Free · 20 minutes · accounting and CAS firms
For owners of accounting and CAS firms. Bring your client and team numbers; we walk one typical close to find the work that repeats and where a build would not help.
A one-page map on request, sent within 48 hours. Yours to keep, with no purchase required.
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The Sprint
$2,000 · one payment · one firm · yours for good
The tested controls we use, set up for your own servers. Your own workspace builds from them. Buy the Bootcamp later and the $2,000 comes off the seat.
Your firm owns the Sprint under a licence that never ends. Run and change the code. No per-seat charge or renewal.
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The Bootcamp
$5,000 · four live weeks · small group
The Sprint is included. We build your first workflow with you, live. Your team builds the rest.
The Sprint, plus your first workflow, done.
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The build
Four weeks · quoted for your firm
One close that runs for every client. We move the first clients onto it. Week one is the check-up: read-only access, a map of what does not match, and the plan. You are buying an asset for your firm. The system we build for you is yours on payment in full.
AI and hosting are running costs. Any support you choose is separate from the asset purchase.
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Running it
Optional · monthly · two plans · quoted for your firm
Base. We run the software for you. It runs in your own cloud account. We manage who can sign in, on your say. We look after your APIs, the links to your AI and your other tools. We can get in and fix them. We do not control them. The accounts stay in your name, and you pay for them.
Plus. Everything in Base. And 20 hours a month to build new features you ask for.
A separate service you can choose. Stopping it does not take away the system you own.
What could a client not do without you?
Pick the client you would least like to lose. Answer six questions about what happens to it if you stop on Friday. Three minutes. No email. Nothing you type is sent anywhere.
You leave with one page. It names what that client could not do without you, in the order worth fixing. It is the same list that blocks your next client. The work only you can do is not an asset. It is the reason there is no room for one more.
Or check the whole closeThe Control Diagnostic. Twelve questions on six layers of control. It names the layer least ready for AI. Six minutes. Run it →
Not quite you?PE-backed roll-ups →
Accounting firms and CAS →
Find the work your close repeats.
A free, 20-minute diagnosis for accounting and CAS firm owners, typically with 30–80 recurring clients and a delivery team. We walk one typical close, name the work that repeats, and say what is not worth building. If you want a one-page map, we send it within 48 hours. You keep it whether or not anything follows.
No access, no passwords, nothing installed. We talk through one typical client close.